Tesla, Apple, Oracle, & NASDAQ 9-16-25 - Becker Business

Summary3 min read

Becker Business Podcast – Episode Summary

Episode Title: Tesla, Apple, Oracle, & NASDAQ 9-16-25
Host: Scott Becker
Date: September 16, 2025

Episode Overview

In this episode, Scott Becker covers recent business updates focused on four major topics: Tesla’s resurgence, Apple’s performance and new product buzz, Oracle’s astonishing year, and the Nasdaq’s notable market streak. The discussion offers key insights for investors and anyone tracking trends in the business and tech sectors.

Key Discussion Points & Insights

1. Tesla’s Resurgence and Elon Musk’s Role

Tesla shows “tremendous resilience” after a poor start to the year, now back in the black year-to-date.
The stock has gained 70% in the last six months.
Part of the rebound is attributed to:
- Elon Musk moving away from political distractions: “It’s probably good for Elon to get out of politics so heavily and out of the Trump administration and maybe more focused on Tesla.” (Scott Becker, 01:01)
- Stock buyback initiatives and advancements in robotics and robo-taxis.
Becker expresses:

“There’s probably nobody that has more lives than Elon Musk, other than maybe Donald Trump.”
(Scott Becker, 00:44)

2. Apple’s Position and the iPhone 17 Excitement

Apple has been “in the doldrums” compared to the rest of the 'Magnificent Seven'.
Currently, “only about 4% underwater for the year.”
There is increased excitement around the iPhone 17:

“I think there’s probably more excitement around this iPhone 17 than we’ve seen in a long time.”
(Scott Becker, 01:36)

3. Oracle’s Breakout Year

Oracle is described as “one of the biggest stories of the last couple months”.
Up about 90% year-to-date—a “breakout” for a company not often grouped with top technology stocks recently.
Praise for Larry Ellison, Oracle’s CEO:

“Larry Ellison, the 80-year-old CEO who’s been through four or five wives. That’s not a knock on him, God bless him, is just knocking it out of the park again and really incredible to see.”
(Scott Becker, 02:09)

4. Nasdaq’s Winning Streak

The Nasdaq is up for the 10th or 11th consecutive day, an unusual streak.
Becker offers a reminder for investors:

“For those of us that are long term investors, that generally means at some point we’ll see things go the other way as well. But for the time being, people are sure enjoying this run in the market…”
(Scott Becker, 02:34)

Memorable Quotes

On Elon Musk:
“There’s probably nobody that has more lives than Elon Musk, other than maybe Donald Trump.”
– Scott Becker (00:44)
On Apple’s new product cycle:
“I think there’s probably more excitement around this iPhone 17 than we’ve seen in a long time.”
– Scott Becker (01:36)
On Oracle and Larry Ellison’s leadership:
“Larry Ellison, the 80-year-old CEO who’s been through four or five wives. That’s not a knock on him, God bless him, is just knocking it out of the park again and really incredible to see.”
– Scott Becker (02:09)
On the Nasdaq streak:
“For those of us that are long term investors, that generally means at some point we’ll see things go the other way as well. But for the time being, people are sure enjoying this run in the market…”
– Scott Becker (02:34)

Timestamps for Important Segments

Tesla Resurgence & Elon Musk Commentary: 00:44 – 01:16
Apple Performance & iPhone 17 Excitement: 01:16 – 01:47
Oracle’s Breakout Year & Larry Ellison: 01:47 – 02:19
Nasdaq Streak & Investing Outlook: 02:19 – 02:49

Tone & Style

Scott Becker’s tone is conversational, insightful, and occasionally humorous, providing context and personal opinions on each company’s performance. The analysis is aimed at investors and business enthusiasts, with a focus on the narrative behind the numbers.

Loading summary

Transcript2 lines

[00:02]
A
Onward Headhunting is the source for elite M and A operations and finance executive talent exclusively for private equity funds and their high growth portfolio companies. When top tier leadership seems impossible to find, Onward delivers with speed and accuracy. This is retained search built to shape the future of your most important assets. Learn more on LinkedIn or visit onwardheadhunting.com to start the conversation. And let's move your most critical executive searches onward.
[00:31]
B
This is Scott Becker with the Becker Business Podcast, the Becker Private Equity Podcast. We try and cover startups, private equity, technology and a lot more here. We hope you enjoy it and thank you for listening. Today's discussion is Tesla, Apple, Oracle and the Nasdaq. So here's what's going on with these four things. First, Tesla is showing tremendous resilience. There's probably nobody that has more lives than Elon Musk, other than maybe Donald Trump. Tesla's back to above to to in the black year to date it's gained 70% in the first in the last six months after having an absolutely horrible start of the year. It's probably good for Elon to get out of politics so heavily and out of the Trump administration and maybe more focused on Tesla, but amazing what's going on there. Part of this of course is fueled by a buyback stock buyback by Elon, but it's also being fueled by improvements in robotics, robo taxis and a lot more fascinating to watch. Second is Apple. Apple has spent the year in the doldrums in terms of the Magnificent Seven. It's now only about 4% underwater for the year and I think there's probably more excitement around this iPhone 17 than we've seen in a long time. Third is one of the biggest stories of the last couple months is Oracle. Oracle has sort of come from nowhere to be incredibly successful. It's up about 90% year to date. I shouldn't be say it's come from nowhere, but it's never typically listed in the top top technology stocks. The most watch stocks and they are having a breakout year again. Larry Ellison, the 80 year old CEO who's been through four or five wives. That's not a knock on him, God bless him is just knocking it out of the park again and really incredible to see. And finally fourth in terms of things that are in a on tier. The Nasdaq is now up for the 10th or 11th day in a ro row. We've not seen that in a long time. For those of us that are long term investors, that generally means at some point we'll see things go the other way as well. But for the time being, people are sure enjoying this run in the market and just great to see. Thank you for listening to the Becker Business Podcast, the Baker Private Equity Podcast. And thank you to the to the great long term producer who's with us today, Grace Lynn Cower. Thank you for joining us today. Thank you very much.